Insights

M&A Focus Atlanta-based mid-market M&A and business advisory services position Castlefield Group as a potential partner for buyers and sellers seeking deal facilitation, valuation, and strategic growth initiatives in the financial services space.

Buy-side Expertise Specialization in buy-side middle market transactions suggests opportunities to engage with clients looking to accelerate inorganic growth, enabling cross-sell of advisory, due diligence support, and integration services.

Tech Stack Utilization of WordPress, Shopify, Google Workspace and Cloud, and security tools indicates a modern, scalable digital footprint that can be leveraged to enhance client experiences, marketing services, and secure data handling for transactions.

Revenue Range Reported revenue between one and ten million USD signals a target segment of small to mid-market businesses likely seeking advisory services, with potential add-on offerings such as valuation, financing, and post-merger integration support.

Growth Signals Active advisory focus and a lean team profile (low employee count) imply potential capacity to scale partnerships, co-sell with larger advisory firms, or offer fractional deal advisory resources to larger M&A platforms.

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Castlefield Group Tech Stack

Castlefield Group uses 8 technology products and services including WordPress, Shopify, Google Workspace, and more. Explore Castlefield Group's tech stack below.

Castlefield Group's Email Address Formats

Castlefield Group uses at least 1 email format:
Castlefield Group Email FormatsExamplePercentage
First.Last@castlefieldgroup.comJohn.Doe@castlefieldgroup.com
100%

Frequently Asked Questions

What is Castlefield Group's official website and social media links?

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Castlefield Group's official website is castlefieldgroup.com and has social profiles on LinkedIn.

How much revenue does Castlefield Group generate?

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As of August 2026, Castlefield Group's annual revenue is estimated to be $1M - $10M.

What is Castlefield Group's NAICS code?

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Castlefield Group's NAICS code is 52 - Finance and Insurance.

How many employees does Castlefield Group have currently?

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As of August 2026, Castlefield Group has approximately 4 employees across 1 continents, including North America. Key team members include Co-Founder & Managing Partner: B. K., Founder & Managing Partner: N. B. and Consulting Partner: J. B. Explore Castlefield Group's employee directory with LeadIQ.

What industry does Castlefield Group belong to?

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Castlefield Group operates in the Financial Services industry.

What technology does Castlefield Group use?

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Castlefield Group's tech stack includes WordPress, Shopify, Google Workspace, Google Cloud, jQuery, PWA, WP Engine and Really Simple SSL & Security.

What is Castlefield Group's email format?

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Castlefield Group's email format typically follows the pattern of First.Last@castlefieldgroup.com. Find more Castlefield Group email formats with LeadIQ.

When was Castlefield Group founded?

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Castlefield Group was founded in 2020.
Castlefield Group logo

Castlefield Group

Financial ServicesGeorgia, United States2-10 Employees

Castlefield Group is a small, Atlanta-based financial services firm specializing in mergers and acquisitions and business advisory. It assists clients in buying and selling businesses, with a focus on buy-side activity in the middle market. By facilitating acquisitions, the firm aims to deliver inorganic growth for business owners, often translating into higher revenues and stronger margins.

Its clients are business owners seeking growth through strategic acquisitions, particularly in the middle market. Based in Atlanta, the firm positions itself as a focused M&A and advisory practitioner within the broader financial services landscape.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Castlefield Group's revenue is estimated to be in the range of $1M - $10M

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